-34.1%
PCOR vs BEN
+34.2%
-68.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.5% | -7.8% | -6.4% |
| 7D | -9.0% | +0.2% | -9.2% | -9.2% |
| 30D | +4.2% | -0.5% | +4.7% | +4.3% |
| 3M | +14.4% | +9.7% | +4.7% | +7.5% |
| 6M | +0.2% | +33.9% | -33.7% | -18.1% |
| YTD | -20.3% | +49.0% | -69.2% | -39.2% |
| 1Y | -16.1% | +42.1% | -58.2% | -34.2% |
| 3Y | -14.7% | +51.9% | -66.6% | -37.8% |
| 5Y | -43.2% | +39.0% | -82.2% | -57.9% |
| All | -34.1% | +34.2% | -68.3% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling